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Policies

Assignments and signing

Users and admin

Billing and account

Assign a policy

Last reviewed: 2026-05-24

Assigning is admin-only and is the step that actually puts a policy in front of your team. Until you assign signers, a newly uploaded policy just sits in the library — no emails go out, no signing links exist. You can only assign a policy that is already active; if you have not created one yet, start at Create a policy.

Assign a policy

  1. Open the policy. Two entry points: click Assign Users on the policy's card on the Policies page, or open the policy and click Assign in the page header.
  2. The Assign modal loads your full active user list. Pick who should sign:
    • All active users — top checkbox; assigns every non-deactivated user in the workspace.
    • Groups (if enabled on your plan) — tick one or more groups. Group selections are durable: new users added to the group later are auto-assigned this policy.
    • Individual users — search by name or email, then tick each user you want. Users already assigned for the current acknowledgment period are excluded from the list, so you can re-open the modal to top up new hires without re-assigning everyone.
  3. Optionally set a Due Date (date picker, today or later). Leave blank for no deadline.
  4. Click Assign to N users. The button shows Assigning… while it runs and confirms with Signing links created for N users.
Assign modal on a policy detail page, with the first signer in the list selected and the action button reading Assign to 1 user

What signers receive

The moment the assignment is created, Accedo emails each signer a signing-request message containing the policy title and a unique magic link. Clicking the link drops them directly into the signing page — no password, no separate login. See Sign-off and magic links for what they see next. Each link is bound to one signer and one assignment, and expires after its built-in window — do not forward them.

Setting a due date

Due dates are optional and apply to every signer in this assignment batch. A row stays pending until its due date, then flips to overdue — the magic link still works, but the row surfaces in your Overdue filter and on the signer's My Policies with a red chip. If you do not set a due date, the assignment stays pending indefinitely until the signer signs or declines.

See also